Financial Planning & Analysis for Beverage Brands

You didn’t start this business to live in spreadsheets.
We’ll turn your financials into a clear roadmap for growth, profitability, and investor confidence — so you can scale strategically and stay ahead of every decision.

✅ Data-Driven Growth Plans
✅ Actionable Monthly Insights
✅ Investor-Ready Reporting & Analysis

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Making a Great Drink is Hard. Knowing What Drives Your Growth Shouldn’t Be.

Most brands track revenue. Smart brands track the numbers that actually move margins, cash flow, and valuation.

Our Financial Planning & Analysis (FP&A) services turn raw numbers into clear, actionable insights — so you can:

Plan growth with confidence
Spot margin leaks before they become a problem
Make decisions investors and buyers respect

Whether you’re preparing for retail expansion, fundraising, or acquisition, we’ll make sure you always know what’s working, what’s not, and what to do next.

Free Resources for Business Owners

The 49 Numbers Every Beverage Brand Should Track

Most brands track revenue. The smart ones track the forty nine numbers that actually drive growth, margins, and valuation. We’ll show you what they are — and keep your books aligned with the metrics that matter most.

Download the Guide

Here’s How We Help Beverage Brands Scale

FP&A Strategy Call

We dive into your financials, goals, and growth plans — identifying the key KPIs, risks, and opportunities you need to track.

Model & Dashboard Setup

We create custom FP&A dashboards and reports built for beverage brands — with COGS, trade spend, and SKU-level profitability at the center.

Ongoing FP&A Support

Each month, you’ll get clear, actionable financial insights — not just reports. We’ll help you plan, adjust, and grow based on what the numbers are telling you.

What You Get — and How It Feels

Growth-Focused Forecasting

Feel confident about your next move. We forecast revenue, margins, and cash flow to show you exactly how decisions today affect growth tomorrow.

SKU & Channel Profitability Tracking

Feel in control of your margins. We break down profits by SKU, pack size, and channel — helping you double down on what’s working and fix what’s not.

Trade Spend & COGS Analysis

Feel empowered to spend smarter. We analyze promotions, distributor deductions, and packaging costs — keeping your margins healthy as you scale.

Variance Analysis & Monthly Insights

Feel proactive, not reactive. We compare forecasts vs actuals every month — spotting problems early so you can adjust before they get expensive.

Investor-Ready Reporting

Feel ready for any meeting. We format your financials the way buyers, distributors, and investors expect to see them, giving you instant credibility.

Dedicated FP&A Partner Who Knows Beverage

Feel supported by someone who speaks your language. We know beverage economics — from trade spend to distributor deductions — and tailor every report to real-world operators and investors.

Build for Beverage Brands - Not Genetic Businesses

At CREI, we don’t do generic FP&A. We specialize in beverage brands — which means we understand COGS by the can, trade spend by the promo, and margins by the channel.

Whether you’re scaling through UNFI, preparing for Whole Foods, or aiming for acquisition, we build financial plans and analyses designed for real-world growth and exit readiness.

Affordable Pricing — Scaled to Your Stage

Starter Package

$220

/hour

<$1M in annual revenue

Growth Package

$250

/hour

$1M–$5M in annual revenue

Enterprise Package

$350

/hour

$5M+ in annual revenue

Ready to Turn Your Numbers Into a Growth Strategy?

Schedule a Free Consultation

No pressure — just actionable insights tailored to your brand.